Filed January 18, 2001 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL2 years Filed as: TELUS Service code 14 · EIN 52-1883918 | Plan Administrator | $1,777,899 |
MANNING & NAPIER10+ years Filed as: MANNING AND NAPIER ADVISORS Service code 51 · EIN 45-3328488 | Investment Mgmt Fees | $1,582,862 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 45-6138589 | Bank Trustee | $502,502 |
NISA INVESTMENT ADVISORS, LLC10+ years Filed as: NISA INVESTMENT ADVISORS Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $487,882 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 51 · EIN 20-4659714 | Investment Mgmt Fees | $470,020 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $348,909 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & CO., L.P. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $346,640 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $274,678 |
ALLSPRING3 years Filed as: ALLSPRING FUNDS Service code 51 · EIN 95-3692822 | Investment Mgmt Fees | $105,318 |
COHNREZNICK LLP10+ years Service code 10 · EIN 22-1478099 | Accounting | $45,455 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 5.23% | 8.48%-3.3pp | 6.89%-1.7pp | 8.48%-3.3pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $43,868-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $44-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |